We are live on ! Find out more
UAPR icon

Innovator US Equity Ultra Buffer ETF April
UAPR

48 hedge funds and large institutions have $512M invested in Innovator US Equity Ultra Buffer ETF April in 2022 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 8 increasing their positions, 16 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

850% more capital invested

Capital invested by funds: $53.9M → $512M (+$458M)

200% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 4

14% more funds holding

Funds holding: 42 → 48 (+6)

1.57% more ownership

Funds ownership: 45.5% → 47.07% (+1.6%)

50% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 16

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
48
Holders Change
+6
Holders Change %
+14.29%
% of All Funds
0.77%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
8
Reduced
16
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Soltis Investment Advisors
Utah
+$10.5M
2
RFWA
RPg Family Wealth Advisory
Massachusetts
+$2.95M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$1.19M
4
Osaic Holdings
Osaic Holdings
Arizona
+$786K
5
CA
Cetera Advisors
Colorado
+$622K

Top Sellers

Rank Fund Capital Flow
1
AWS
Atria Wealth Solutions
New York
-$3.37M
2
OMC
Old Mission Capital
Illinois
-$2.19M
3
HighTower Advisors
HighTower Advisors
Illinois
-$592K
4
FA
Fermata Advisors
California
-$480K
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
ASN
26
Advisory Services Network
Georgia
$474K – – –
HighTower Advisors
27
HighTower Advisors
Illinois
$423K -$592K -23,920 -58%
Citadel Advisors
28
Citadel Advisors
Florida
$377K -$104K -4,201 -22%
Cetera Investment Advisers
29
Cetera Investment Advisers
Illinois
$330K +$329K +13,290 New
SHIM
30
Stone House Investment Management
Pennsylvania
$329K -$22.3K -900 -6%
KAS
31
Kestra Advisory Services
Texas
$320K +$16.1K +650 +5%
SWA
32
Stratos Wealth Advisors
Ohio
$317K – – –
LPL Financial
33
LPL Financial
California
$295K -$14.7K -595 -5%
OWA
34
Outlook Wealth Advisors
Texas
$276K – – –
KWM
35
Kingsview Wealth Management
Oregon
$259K +$259K +10,458 New
Truist Financial
36
Truist Financial
North Carolina
$252K – – –
RJFSA
37
Raymond James Financial Services Advisors
Florida
$250K +$249K +10,069 New
DFA
38
DHJJ Financial Advisors
Illinois
$249K -$2.48K -100 -1%
AWS
39
Atria Wealth Solutions
New York
$228K -$3.37M -136,095 -94%
FA
40
Fermata Advisors
California
$217K -$480K -19,389 -69%
ICG
41
InterOcean Capital Group
Tennessee
$207K – – –
SPIA
42
Steward Partners Investment Advisory
New York
$204K – – –
MCC
43
Money Concepts Capital
Florida
$186K +$185K +7,477 New
HI
44
Harbour Investments
Wisconsin
$139K +$53.4K +2,157 +63%
IF
45
Integrity Financial
Wyoming
$42.9K – – –
CA
46
CoreCap Advisors
Michigan
$19.5K +$19.5K +787 New
Wells Fargo
47
Wells Fargo
California
$12.1K – – –
AWM
48
Accurate Wealth Management
Florida
$9.92K +$9.9K +400 New
KCM
49
Karp Capital Management
California
– -$8.19M -337,743 Closed
OMC
50
Old Mission Capital
Illinois
– -$2.19M -90,479 Closed
1
2
3

UAPR Hedge Fund Activity: Q4 2022 in Review

48 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Innovator US Equity Ultra Buffer ETF April (UAPR) for Q4 2022, worth a combined $512M — up 850% from $53.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new UAPR positions and 4 closed out — a net gain of 8 holders — while 8 added to existing stakes and 16 trimmed.

The largest buyer was Soltis Investment Advisors, opening a new position worth an estimated $10.5M. The largest seller was Atria Wealth Solutions, cutting an estimated $3.37M.

  • 48 institutional investors held Innovator US Equity Ultra Buffer ETF April (UAPR) as of Q4 2022, up from 42 in Q3 2022.
  • Funds reported $512M of Innovator US Equity Ultra Buffer ETF April stock for Q4 2022, up 850% quarter-over-quarter.
  • 12 funds opened new Innovator US Equity Ultra Buffer ETF April positions in Q4 2022 and 4 closed out, a net change of +8 holders.
  • The largest Innovator US Equity Ultra Buffer ETF April buyer in Q4 2022 was Soltis Investment Advisors, an estimated $10.5M added.
  • The largest Innovator US Equity Ultra Buffer ETF April seller in Q4 2022 was Atria Wealth Solutions, an estimated $3.37M sold.

Based on aggregated 13F filings for Q4 2022.